IHT Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

IHT Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Buy	29,987 +9,655	+47%	+$510K	0.04%	443
2025 Q4	$1.07M	Sell	20,332 -1,945	-9%	-$103K	0.03%	526
2025 Q3	$1.18M	Buy	22,277 +643	+3%	+$34K	0.03%	487
2025 Q2	$1.15M	Sell	21,634 -3,980	-16%	-$210K	0.03%	458
2025 Q1	$1.35M	Buy	25,614 +1,831	+8%	+$97K	0.04%	388
2024 Q4	$1.26M	Buy	+23,783	New	+$1.26M	0.04%	381

Other funds holding CLOI

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

IHT Wealth Management's CLOI Position: Q1 2026 in Review

IHT Wealth Management increased its VanEck CLO ETF (CLOI) stake by 47% in Q1 2026, buying an estimated $510K and bringing the position to 29,987 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #443.

IHT Wealth Management first reported a position in CLOI in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

IHT Wealth Management held 29,987 shares of VanEck CLO ETF worth $1.58M as of Q1 2026.
IHT Wealth Management bought 9,655 VanEck CLO ETF shares in Q1 2026, an estimated $510K.
VanEck CLO ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #443 holding.
IHT Wealth Management first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.